Category: Financial Planning

Another Good Quarter and HSA Info.

Second quarter investment management reports are now posted. It was a very good quarter for our investors. During the first half of 2021 all of our investment clients experienced positive growth. New clients should click the link below to view the path to the data, including the overview information and the quarterly reports which are located under the documents link.… Read more →

About IRA Required Minimum Distributions.

The SECURE Act and IRA required minimum distributions. Last December (2019) the SECURE Act was signed into law. This new law changed the required beginning date for IRA required minimum distributions (RMDs). Prior to the act annual RMDs were required to begin by December 31 of the year that the IRA owner reached age 70.5. (Technically, it was the year… Read more →

Investment Reports and Two Warnings.

If you are an investment client of Financial Planning Associates, Inc., your preliminary 4th quarter reports have been posted to your secure web portal. During 2019 our clients’ investment accounts changed in value by an average amount of +14.12%. The portfolio with the highest return increased by +47.16% during the year. Final reports will replace the preliminary reports after inflation information becomes… Read more →